Record Attendance Expected at 2025 Future Proof Festival
By John ManganaroMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
August 28, 2025
Former Merrill, Morgan Stanley Advisors Team Up to Launch Hybrid RIAThe independent firm is launching on the Arkadios Capital platform with more than $2 billion in AUA.
August 27, 2025
MAI Capital to Unite With UHNW-Focused Evoke AdvisorsSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 27, 2025
Woman Sentenced to Nearly 19 Years for Scamming California InvestorsAlma Perez promised investors guaranteed, no-risk returns, said the state's attorney general.
August 27, 2025
Merrill Still Discriminates Against Black Advisor Trainees: LawsuitThey are treated as "unpaid temporary laborers to do the grunt work of gathering assets," a complaint contends.
August 27, 2025
Interactive Brokers to Join S&P 500, Replacing WalgreensThe changes will take place prior to the opening of trading on Thursday, according to S&P Dow Jones Indices.
August 27, 2025
Transamerica Taps Jason Frain to Run Retirement SolutionsThe company emphasized his "actuarial rigor" as well as his commercial instincts.
August 26, 2025
IRS to Leave Interest Rates Flat in Q4For individuals, the rate for overpayments and underpayments will be 7% per year, compounded daily.